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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
801
Alethea Capital Management
Washington
$297K +$277K +1,000 New
MIH
802
Meitav Investment House
Israel
$297K +$277K +1,000 New
FBT
803
First Bank & Trust
South Dakota
$296K +$555 +2 +0.2%
GFS
804
GYL Financial Synergies
Connecticut
$295K +$32.2K +116 +13%
FCI
805
Financial Counselors Inc
Kansas
$295K +$276K +994 New
CCM
806
Coldstream Capital Management
Washington
$294K +$27.5K +99 +11%
SBIA
807
Sheaff Brock Investment Advisors
Indiana
$293K -$97.1K -350 -26%
AP
808
Appleton Partners
Massachusetts
$292K +$273K +983 New
OPS
809
Orion Portfolio Solutions
Nebraska
$291K +$272K +981 New
CC
810
Courier Capital
New York
$290K – – –
BCM
811
Brooktree Capital Management
Michigan
$290K +$271K +977 New
BS
812
Boenning & Scattergood
Pennsylvania
$288K +$19.4K +70 +8%
MCCP
813
Mission Creek Capital Partners
California
$288K +$269K +970 New
ACWM
814
Adams Chetwood Wealth Management
North Carolina
$288K +$270K +972 New
IA
815
IFG Advisory
Georgia
$286K -$20K -72 -7%
GD
816
Grandfield & Dodd
New York
$285K – – –
PAS
817
Partnervest Advisory Services
California
$285K +$18.3K +66 +7%
Carson Wealth (CWM LLC)
818
Carson Wealth (CWM LLC)
Nebraska
$284K – – –
ML
819
McAdam LLC
Pennsylvania
$281K +$21.9K +79 +9%
PB
820
Pinnacle Bancorp
Nebraska
$279K -$29.4K -106 -10%
PCA
821
Personal Capital Advisors
California
$276K -$42.2K -152 -14%
SIC
822
Sigma Investment Counselors
Michigan
$275K -$6.38K -23 -2%
PGWM
823
Parisi Gray Wealth Management
New Jersey
$275K -$1.67K -6 -0.6%
WWM
824
Western Wealth Management
Colorado
$274K – – –
MC
825
Moors & Cabot
Massachusetts
$273K -$74.9K -270 -23%